Lea Ann Garrison Knight

Current Employers

Employment History

• 07/2014 → 01/2019
  North American Management
  Boston, MA
• 01/2019 → 03/2026
  Better Money Decisions
  Albuquerque, NM
• 08/2025 → Present
  Ep Wealth Advisors Llc
  Santa Fe, NM

Previous Registrations

• 2019-01-03 → 2026-03-09
  Better Money Decisions
  Santa Fe, NM
  Santa Fe, NM
  Albuquerque, NM
• 2014-11-24 → 2018-12-31
  North American Management Corp
  Boston, MA
• 2013-01-11 → 2014-08-02
  Garrison/Knight Financial Planning
  Bedford, MA
• 2012-01-04 → 2013-01-14
  Cgn Advisors, Llc
  Bedford, MA
  Manhattan, KS
• 2009-06-30 → 2011-12-31
  Garrison/Knight Financial Planning
  Bedford, MA
• 2007-02-08 → 2009-06-10
  Edward Jones
  Bedford, MA

Other Businesses

--Espanola Valley Humane Society: Española Humane's mission is to improve the lives of animals in underserved communities. Simply stated, we go where the need is greatest. 108 Hamm Parkway Española, NM 87532 President of the Board of Directors Start Date of January 2020 # of hours per month = 5 # of hours during trading hours = 1 duties: running Board meeting 4 x year; periodic counsel to ED; occasional attendance at committee meetings --Reading Quest 369 Montezuma Ave, Santa Fe, NM 87501 Member of Finance Committee Start: Mar 01, 2025 # of hours per month during trading hours = 5/month (1hr/week) Duties: Meet 6 x year to review financial statements & budgets. --Kitces.com Online Course Reviewer Start: Jan 01, 2024 Non Investment Related # of hours per month during trading hours = approx. 10 hours per course; 2 courses per year (1hr/week) Duties: Review draft versions of online courses related to financial planning.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-24
• S63 Uniform Securities Agent State Law Examination
  2002-01-02

Designations

Other Names

• Lea Ann Garrison
• Lea Ann Knight
• Lea Ann Garrison Knight
• Lea Ann Garrison
• Lea Ann Garrison Knight
• Lea Ann G Knight
• Lea Ann Knight